Can the free version be used if my son has a form 5498-sa?

tscrowe — Mon, 29 Mar 2021 00:33:01 GMT

Re: Can the free version be used if my son has a form 5498-sa?

DoninGA — Mon, 29 Mar 2021 00:36:21 GMT

A Form 5498 is an informational form only and is not entered on a tax return. Did he receive a Form 1099-SA?

Re: Can the free version be used if my son has a form 5498-sa?

Critter-3 — Mon, 29 Mar 2021 00:53:36 GMT

If you qualify you can use one of the 10 IRS FREE FILE options to file a fed & state return for free ... but you must log in thru the IRS site :

https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

For Filing Season 2021, you must make $72,000 or below to use one of the 10 IRS Free File partner offers.

If you choose the TT option then you can log in with your same user ID and agree to switch to the FREE FILE option then your progress will be preserved. This will only work if you qualify for the TT option which is NOT the same for other IRS FREE FILE options...

To qualify for free 2020 federal and state tax returns with the IRS Free File Program delivered by TurboTax, you'll need to meet at least one of these requirements:

A maximum 2020 adjusted gross income (AGI) of $39,000; or
You qualify for the Earned Income Tax Credit (EITC); or
You served as active duty military (including Reservists and National Guard) with a maximum 2020 AGI of $72,000 (you'll also need a military-issued W-2).

topic Can the free version be used if my son has a form 5498-sa? in Deductions & credits

Can the free version be used if my son has a form 5498-sa?

Re: Can the free version be used if my son has a form 5498-sa?

Re: Can the free version be used if my son has a form 5498-sa?

If you qualify you can use one of the 10 IRS FREE FILE options to file a fed & state return for free ... but you must log in thru the IRS site :